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Flexshares Tr qualt divd idx shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Flexshares Tr qualt divd idx (QDF) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Flexshares Tr qualt divd idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qualt divd idx held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr qualt divd idx by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $373k 4.6k 80.81

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View all positions for WealthPlan Investment Management

Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Tiaa Trust, National Association
Keybank National Association
VeraBank
Bank of New York Mellon
LPL Financial
Envestnet Asset Management
UBS Group
Colony
Ledyard National Bank
Baird Financial
Sontag Advisory
Bridges Investment Management
Wealth Enhancement Advisory Services
CLS Investments

View all funds holding Flexshares Tr qualt divd idx